Difference between revisions of "Module Options:Accounting Integration"

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(New module options)
(→‎{{{1|}}} MODULE OPTIONS: Added to be emailed)
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* '''Check the "To be Printed" option on the QuickBooks Invoice.'''
 
* '''Check the "To be Printed" option on the QuickBooks Invoice.'''
 
:With this option checked, invoices will be marked "To be Printed" in QuickBooks.
 
:With this option checked, invoices will be marked "To be Printed" in QuickBooks.
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* '''Check the "To be Emailed" option on the QuickBooks Invoice.'''
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:With this option checked, invoices will be marked "To be Emailed" in QuickBooks.
  
 
* '''Create a bill in QuickBooks after reconciling a receipt'''
 
* '''Create a bill in QuickBooks after reconciling a receipt'''

Revision as of 13:47, 11 April 2013

MODULE OPTIONS

Some aspects of the Small.Accounting Integration.png Accounting module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Options Tab
Accounting module options options subtab.png
  • Attach order item notes to QuickBooks Export
If this option is checked, any notes on Fishbowl order items will be exported to QuickBooks.
  • Export the SalesPoint and Sales Order detail notes to the QuickBooks memo field
If this option is checked, any notes on Details tab of the order will be exported to the QuickBooks memo field.
  • Associate multiple Fishbowl customers to one QuickBooks customer
With this option checked, only one customer will be created in QuickBooks called FB_Customer. All of the information exported to QuickBooks will use this customer.
  • Add customer references to inventory journal entries
With this option checked, the customer associated with an inventory function, such as scraping or cycle counting, will be exported to QuickBooks.
  • Export the sales order number as the QuickBooks invoice number
With this option checked, the Fishbowl Sales Order number will be exported to QuickBooks as the invoice number.
  • Export tracking to QuickBooks
With this option checked, Fishbowl part tracking information, such as serial numbers, will be exported to QuickBooks.
  • Check the "To be Printed" option on the QuickBooks Invoice.
With this option checked, invoices will be marked "To be Printed" in QuickBooks.
  • Check the "To be Emailed" option on the QuickBooks Invoice.
With this option checked, invoices will be marked "To be Emailed" in QuickBooks.
  • Create a bill in QuickBooks after reconciling a receipt
With this option checked, a bill will be sent to QuickBooks after an order is reconciled, even if the order has not yet been received.

  • Batch SalesPoint sales receipts by customer when exporting to QuickBooks
With this option checked, all SalesPoint orders with the same customer and tax rate at the time of export will be grouped together and exported as one sales receipt to QuickBooks.
  • Prefix with the product number
With this option checked, the Fishbowl product number is added to the beginning of the QuickBooks invoice item description.
  • Append product UOM when different from the default
With this option checked, the UOM will be displayed in the QuickBooks item description if the UOM on the sales order is different than the product's default UOM.
  • Set the invoice item's custom fields to be:
Whatever information is specified in the 'Other 1' or 'Other 2' fields can be displayed on the QuickBooks Invoice. The QuickBooks Invoice may be modified by opening an Invoice and choosing Customize | Additional Customization | Columns | Other 1 and Other 2 options.
Costing Tab
Accounting module options costing subtab.png
  • Costing Method
This tab displays the costing method currently being used, such as Standard Costing, Average Costing, LIFO Costing, or FIFO Costing. Although the costing method may be viewed here, it may not be changed. The costing method is set when a new database is created. It may be possible to change the costing method of an existing database by contacting Fishbowl Support.